SFDR oraz rozporządzenia
delegowane – praktyczne
problemy wdrożenia
nowych regulacji dotyczących
zrównoważonego rozwoju
na rynku ubezpieczeniowym
SFDR and Delegated Regulations – Practical Problems
with Implementing New Sustainability Regulations
in the Insurance Market
Author(s): Wojciech ŁuczkaSubject(s): Business Economy / Management, Public Law
Published by: Fundacja "Prawo Ubezpieczeniowe"
Keywords: sustainability; SFDR; taxonomy; delegated regulations; consulting; insurance distribution; life insurance; insurance investment product; sustainability preference; pre-contractual disclosures;
Summary/Abstract: The article discusses selected doubtful legal issues related to the method of implementing newobligations resulting from EU sustainability-related legislation in the insurance market. Thequestions examined in the article are related to SFDR provisions, such as the application ofobligations to insurance agents, the material scope of the Regulation, remuneration policy ormarketing provisions, as well as IDD delegated regulation implementing the concept of examin-ing customer sustainability preferences (the issue of including the obligations in the SuitabilityAssessment section which is applicable in principle to brokers, and differences in defi nitions asto the scope of products covered by the Regulation and the Polish Insurance and ReinsuranceAct). Furthermore, the article presents de lege ferenda conclusions which could help resolveseveral existing legal questions.
Journal: Prawo Asekuracyjne
- Issue Year: 2/2022
- Issue No: 111
- Page Range: 42 - 56
- Page Count: 15
- Language: Polish
